401(k) · DOL Form 5500 · 2023
Healthdrive Corporation 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 549
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $56,837
- Avg per participant Low balance/head
Official DOL plan name: Healthdrive Corporation 401(k) Profit Sharing Plan & Trust · Sponsored by Healthdrive Corporation · Massachusetts · Professional & Technical Services
$31M in assets, 549 participants
Healthdrive Corporation's Healthdrive Corporation 401(k) Profit Sharing Plan & Trust reported $31M in total assets and 549 participants in its 2023 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #16,325 in Professional & Technical Services (20,321 peers)
Where Healthdrive Corporation 401(k) Profit Sharing Plan & Trust sits by assets
Healthdrive Corporation 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $31M for 549 participants (~$56,837/participant), up 23.4% in 2023.
- #16,325
- in Professional & Technical Services (20,321 peers)
- +23.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Healthdrive Corporation 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Healthdrive Corporation 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,203,621 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Healthdrive Corporation 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthdrive Corporation 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (549 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Healthdrive Corporation 401(k) Profit Sharing Plan & Trust reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Healthdrive Corporation 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $25M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Healthdrive Corporation 401(k) Profit Sharing Plan & Trust reported participants fell from 583 in the plan year 2022 filing to 549 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 043052905 · Healthdrive Corporation PY 2023 · 401(k)
Healthdrive Corporation 401(k) Profit Sharing Plan & Trust · $31M · 549 · 80th
- PART $31M
- PART 549
- PART 80th
- PART 401(k)
- PART near Accesso 401(k) Retirement Plan
- PART ind #16325
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Massachusetts →
Healthdrive Corporation 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $6M |
| Employer EIN | 043052905 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Healthdrive Corporation)
Sponsor-wide plan assets over time
All Healthdrive Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 48.716480776376116% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 583 | $25M |
| 2023 | 1 | 549 | $31M |
| 2024 | 1 | 557 | $38M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Healthdrive Corporation 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Accesso 401(k) Retirement Plan in FL ($31M); by covered participants it is Brownstein Hyatt Farber Schreck Retirement Plan in CO (549 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (549 participants); asset peers above are excluded.
- Brownstein Hyatt Farber Schreck Retirement Plan (CO) 549 · 0 off
- Applus 401(k) Plan (TX) 549 · 0 off
- Millennium Space Systems, Inc. 401(k) Plan (CA) 549 · 0 off
- National Keystone Products Co., Inc. 401(k) Profit Sharing Plan (NJ) 549 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.